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Pocket Risk
What it is
Pocket Risk is an online investment risk tolerance questionnaire for financial advisors assessing how much investment risk clients are willing to take. Its 15 questions cover financial goals, financial situation, risk tolerance, and risk capacity. Clients can complete it online or on paper; the service says online completion takes five minutes. Pocket Risk produces online and PDF reports, with personalized profiles presented through visuals and graphs.
Advisors can connect client scores to model portfolios, with up to 11 portfolios available to add. Customization includes branding, added questions and disclosures, and embedding the questionnaire on an advisor’s website. Pocket Risk says it integrates with Redtail CRM and that more integrations are coming soon. It is available on web, iOS, and Android, and includes investment planning, goal planning, and a client portal. Pocket Risk says data in transit is encrypted at 256-bit over HTTPS, uses AWS infrastructure with daily backups, and does not sell or distribute client data. It offers a 14-day free trial. The listed Solo, Professional, and Business plans each show free, billed annually.
For and against
For
- 15 questions cover risk tolerance and capacity
- Clients can complete the questionnaire online or on paper
- Produces online and PDF reports
- Supports custom branding and website embedding
- Offers a 14-day free trial
Against
- No cash-flow modeling is listed
- No tax planning is listed
- Listed CRM integration is Redtail
The verdict
Pocket Risk focuses on risk assessment and related advisor workflows, including reports and model portfolios. Its trial gives advisors a way to explore the service, while the listed plans show free billed annually.
Who it suits
Pocket Risk may suit financial advisors who want clients to complete a structured risk questionnaire and receive reports. Advisors seeking branding, model portfolios, website embedding, or Redtail CRM integration may find its listed tools relevant.
Plans and prices
BUSINESS
10 users · unlimited clients · custom branding · model portfolios
Read 14 Oct 2026 · pocketrisk.com
PROFESSIONAL
3 users · up to 500 clients · custom branding · model portfolios
Read 14 Oct 2026 · pocketrisk.com
SOLO
1 user · up to 80 clients · email support
Read 14 Oct 2026 · pocketrisk.com
On the record
- API and SDKs
- The public pages reviewed provide no API reference, SDK download or developer documentation.pocketrisk.com · read 14 Oct 2026
- Assessment
- The questionnaire has 15 questions covering financial goals, financial situation, risk tolerance, and risk capacity.pocketrisk.com · read 7 Oct 2026
- Assessment coverage
- The methodology evaluates financial goals, financial situation, risk tolerance and risk capacity.pocketrisk.com · read 14 Oct 2026
- Assets represented
- Pocket Risk says advisers using its platform manage more than $35 billion in assets.pocketrisk.com · read 14 Oct 2026
- Client completion
- Clients can complete the questionnaire online or on paper, with online completion described as taking about five minutes.pocketrisk.com · read 14 Oct 2026
- Client dashboard
- Advisers can add clients and send questionnaires from a dashboard.pocketrisk.com · read 14 Oct 2026
- Company description
- LinkedIn describes Pocket Risk as a privately held technology company making an online risk-tolerance questionnaire for financial advisers.uk.linkedin.com · read 14 Oct 2026
- Company size
- LinkedIn lists Pocket Risk at 2–10 employees.uk.linkedin.com · read 14 Oct 2026
- Compliance
- Pocket Risk states that it is designed to comply with regulations in the United States, United Kingdom, Canada, Australia, New Zealand, and India.pocketrisk.com · read 7 Oct 2026
- Countries served
- Solevant lists the United States, United Kingdom, Canada, Australia, New Zealand, India and South Africa.solevant.com · read 14 Oct 2026
- Customization
- Advisers can add their own branding, questions and disclosures.pocketrisk.com · read 14 Oct 2026
- Data sharing
- Pocket Risk says it does not pass questionnaires or client information to third parties and does not sell or distribute client data.pocketrisk.com · read 7 Oct 2026
- Documentation
- Solevant lists documentation, videos, live online training and demonstrations as training options.solevant.com · read 14 Oct 2026
- Encryption
- Data transfers are described as using 256-bit encryption over HTTPS.pocketrisk.com · read 14 Oct 2026
- Founded and launched
- The maker’s About page says Pocket Risk began in 2012 and launched in 2013.pocketrisk.com · read 14 Oct 2026
- Headquarters detail
- LinkedIn lists headquarters at 88 Wood Street, London EC2V 7RS, United Kingdom.uk.linkedin.com · read 14 Oct 2026
- Independent listing status
- Solevant marks Pocket Risk as active, cloud-based and launched in 2013, with no user reviews yet.solevant.com · read 14 Oct 2026
- Independent review availability
- Software Advice lists Pocket Risk with no reviews and pricing available on request.softwareadvice.com · read 14 Oct 2026
